BETHANY HOME SOCIETY FOUNDATION INC Charity Report

Public IRS 990 nonprofit record

BETHANY HOME SOCIETY FOUNDATION INC

EIN 91-1787884 · Philanthropy, Voluntarism & Grantmaking Foundations (T112)

What they do

to RECEIVE and RAISE FUNDS for A PERPETUAL ENDOWMENT FUND for THE PURPOSE of USING THE INCOME THEREFROM to RENDER ASSISTANCE TOWARD THE SUPPORT of RESIDENTS of THE RETIREMENT HOME OPERATED BY BETHANY HOME SOCIETY of SAN JOAQUIN COUNTY, INC., A CALIFORNIA NONPROFIT CORPORATION and to PROVIDE for THE CONTINUITY of EXISTENCE of BETHANY SOCIETY of SAN JOAQUIN COUNTY, INC. BY PROMOTING THE WELFARE of SAID NONPROFIT CORPORATION THROUGH DISTRIBUTION of FUND NET INCOME for THE EXEMPT PURPOSES of BETHANY HOME SOCIETY of SAN JOAQUIN COUNTY, INC.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $59.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders6 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

11.10%of revenue went to mission work59.7% of expenses · Program services

2.22%of revenue went to fundraising11.9% of expenses

$18.59spent for every $100 of revenueRevenue covered expenses this year.

5.28%of revenue went to management and office costs28.4% of expenses

$61.42in assets for every $1 spent this yearSome assets cannot be spent right away.

54.6%of its money came from giftsOther money may come from services or investments.

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Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$654,399

Mission workProgram services$72,61611.10% of revenue59.7% of expenses

ManagementOffice and general costs$34,5485.28% of revenue28.4% of expenses

FundraisingAsking for donations$14,5102.22% of revenue11.9% of expenses

Revenue left after expensesReported annual surplus$532,72581.41% of revenueShown in gray on the chart

Total expenses$121,67418.59% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 59.7% mission · 28.4% management · 11.9% fundraisingTotal expenses: 18.59% of revenue

2023Expense mix: 35.5% mission · 17.2% management · 47.3% fundraisingTotal expenses: 27.58% of revenue

2022Expense mix: 43.2% mission · 12.2% management · 44.6% fundraisingTotal expenses: 31.52% of revenue

2021Expense mix: 62.2% mission · 8.5% management · 29.3% fundraisingTotal expenses: 56.52% of revenue

2020Expense mix: 41.9% mission · 12.0% management · 46.1% fundraisingTotal expenses: 25.51% of revenue

2019Expense mix: 26.6% mission · 17.3% management · 56.1% fundraisingTotal expenses: 33.99% of revenue

2018Expense mix: 73.3% mission · 5.3% management · 21.4% fundraisingTotal expenses: 81.23% of revenue

2017Expense mix: 63.6% mission · 5.9% management · 30.5% fundraisingTotal expenses: 30.08% of revenue

Money in and money out

Revenue$654,399

Expenses$121,674

Annual surplus $532,725 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$72,616 · 59.7% of expenses

Management and office costs$34,548 · 28.4% of expenses

Fundraising$14,510 · 11.9% of expenses

See all reported dollar amounts

Revenue$654,399

Expenses$121,674

Assets$7,472,657

Income$1,194,631

Contributions$357,566

Mission work (program services)$72,616

Fundraising$14,510

Grants given$1,056,984

Average grant$117,443

Management and general$34,548

Stocks and bonds$4,668,831

Accounting fees$5,720

Investing fees$28,828

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (6)

ART TANISTRUSTEE

CHRIS POLEYTRUSTEE

PAUL HIEMSTRASECRETARY

RICK VAN UNENTREASURER

ROBIN BAIRPRESIDENT

TOM KOOLHAASVICE PRESIDENT

About this charity

Recognized since: January 1999
Location: 930 W MAIN ST, RIPON, CA 95366-2325
County: San Joaquin
In care of: % BRUCE C NIKKEL
Primary officer: RICK VAN UNEN, Treasurer

How to reach them

Phone(209) 599-4221

Filing and classification

Latest tax year: 2024
Tax period began: November 1, 2024
Return type: 990
Tax preparer: GENSKE MULDER & CO LLP
NTEE classification: Philanthropy, Voluntarism & Grantmaking Foundations (T112)
IRS tax category: Other Grantmaking and Giving Services
Grant-giving organization: Yes